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IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.74B
AUM Growth
-$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,004
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$19.5M
3
+$15.7M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$14.4M
5
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$13.5M

Top Sells

1
+$13M
2
+$11.6M
3
+$11.4M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$7.82M
5
IYR icon
iShares US Real Estate ETF
IYR
+$7.56M

Sector Composition

1 Communication Services 9.24%
2 Consumer Discretionary 5.23%
3 Technology 4.88%
4 Financials 3.53%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2826
$22K ﹤0.01%
452
-170
2827
$22K ﹤0.01%
+646
2828
$22K ﹤0.01%
1,025
2829
$22K ﹤0.01%
107
2830
$22K ﹤0.01%
748
-324
2831
$22K ﹤0.01%
1,543
-1,286
2832
$21K ﹤0.01%
2,227
-1,852
2833
$21K ﹤0.01%
225
-430
2834
$21K ﹤0.01%
1,702
-478
2835
$21K ﹤0.01%
+390
2836
$21K ﹤0.01%
2,707
-352
2837
$21K ﹤0.01%
481
-243
2838
$21K ﹤0.01%
596
+569
2839
$21K ﹤0.01%
996
+624
2840
$21K ﹤0.01%
594
2841
$21K ﹤0.01%
919
+73
2842
$21K ﹤0.01%
156
+142
2843
$21K ﹤0.01%
618
-25
2844
$21K ﹤0.01%
7,536
+3,436
2845
$21K ﹤0.01%
388
-611
2846
$21K ﹤0.01%
906
+1
2847
$21K ﹤0.01%
78
+36
2848
$21K ﹤0.01%
358
2849
$21K ﹤0.01%
1,092
2850
$21K ﹤0.01%
211
+108
112 113
114
115 116